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Pivoting to the New: Using Digital Disruption to Create Sustainable Business Value with Salesforce

The 2016 Accenture Salesforce Executive Forum is Accenture’s exclusive, invitation-only gathering where organizations using Salesforce come together to share digital, industry and innovative insights. For more information, please contact Fiona Evans.


Monday, May 23

3:00 - 7:00 p.m.


Conference Foyer – Second Floor

6:30 - 8:00 p.m.

Welcome Reception

Barclay Salon – First Floor

Tuesday, May 24

7:00 a.m. – 6:00 p.m.


Conference Foyer

8:00 - 9:00 a.m.

Breakfast and Solution Showcase

Empire Ballroom

9:00 - 9:15 a.m.

Welcome/Opening Remarks

Saideep Raj, Managing Director, Cloud First Applications, Accenture

9:15 - 9:45 a.m.

Lessons from World’s Leading Learning Company: Pearson’s Multi-Year, Multi-Dimensional Salesforce Journey

Steve Santana, Vice President, Customer Engagement Platforms, Pearson

9:45 - 10:15 a.m.

Innovation Panel

Paul Daugherty, CTO, Accenture
Marc Carrel-Billiard, Global Technology R&D Lead, Accenture
Burges Karkaria, CTO - Marketing & Customer Experience, Intel
Dr. James Lacey, Director, Division of Cancer Etiology, City of Hope

10:15 - 10:45 a.m.

Fireside Chat

Keith Block, Vice Chairman, President and COO, Salesforce
Julie Sweet, Chief Executive Officer – North America, Accenture

10:45 - 11:15 a.m.

Break and Solution Showcase

11:15 - 11:45 a.m.

Digitizing Shire’s Engagement Model

Ed Kloskowski, Head of Commercial IT, Shire

11:45 a.m. - 12:15 p.m.

Strategy for Driving a Successful CRM Transformation at John Hancock Investments

Katie M. Firth, VP, Head of Sales Reporting & CRM, John Hancock Investments

12:15 - 1:45 p.m.

Lunch and Solution Showcase

Empire Ballroom

1:45 - 3:15 p.m.

Breakout Sessions—concurrent

  • Exceeding the Expectations of a More Informed & Demanding Client Base in the Financial Services Industry
  • Unlocking Omni Channel Sales and Service
  • The Changing World of the Health Care Professional

3:15 - 3:45 p.m.

Break and Solution Showcase

3:45 - 4:15 p.m.

Vision to Value: Schneider Electric’s Journey with Salesforce

Alfons Marquez, VP of IT Solutions, Schneider Electric

4:15 - 5:00 p.m.

Keynote: The Engaged Leader: A Strategy for Your Digital Transformation

Charlene Li, Founder and CEO of Altimeter Group

5:00 - 5:10 p.m.

Closing Remarks

Saideep Raj, Managing Director, Cloud First Applications, Accenture

6:30 - 7:30 p.m.

Transfers to the One World Observatory

7:00 - 10:00 p.m.

Networking Reception and Dinner Event at One World Observatory


Keynote Speaker

Industry Leaders


Charlene Li, Founder and CEO of Altimeter Group

Digital and social technologies have revolutionized relationships—and leadership is not immune. Despite the pressure to engage, leaders remain on the sidelines, paralyzed by fear and the unknown. In order to be truly effective today, leaders must adapt to the demands and opportunities of digital leadership. To be a true digital leader requires a metamorphosis: you must connect directly by listening, sharing and engaging using digital technologies. This metamorphosis is not easy, comfortable or painless. We will also discuss common objections and concerns of leaders—and how to address them.

Paul Daugherty, CTO, Accenture
Marc Carrel-Billiard, Global Technology R&D Lead, Accenture
Dr. James Lacey, Director, Division of Cancer Etiology, City of Hope

Innovation is a strong catalyst for growth in today’s digital world. Along with growth and opportunity comes challenges as well. How to best leverage innovative approaches to maximize the value you get from Salesforce? Hear from our panel of thought leaders on how some of today’s most important trends can be applied to get better business results. Topics include taking customer experience to the next level; balancing speed and agility against the need for effective governance, intelligent automation and predictable disruption.

Keith Block, Vice Chairman, President and COO, Salesforce
Julie Sweet, Group Chief Executive—North America, Accenture

Join these executives for their C-level perspectives on the market forces driving business in this era of digital disruption. Hear their views on the importance of industry-focused solutions, the strategic value of innovation and how best to apply it, and the leadership qualities that help make organizations successful

Katie M. Firth, VP, Head of Sales Reporting & CRM, John Hancock Investments

John Hancock Investments is using Salesforce as their CRM solution to consolidate and share customer information across sales, marketing and operations. They began their journey with a six-week strategy program to ensure executive alignment, gain an understanding of high level capabilities their users wanted, and set a multi-phase implementation roadmap. They quickly moved into gathering requirements and implementing phase 1. They are currently working on Phase 2, largely focused on enhancing the mobile experience. This session will cover the importance of setting your CRM strategy upfront, establishing strong partnerships, being thoughtful about what you build and tricks to driving user adoption.

Ed Kloskowski, Head of Commercial IT, Shire

Shire, a global innovator in specialty biopharmaceuticals, enables people with life-altering conditions to lead better lives. In this session, you will learn how Shire is transforming its Salesforce solution to meet the increased demands and expectations of its customers. Through effective digital channels and leveraging Salesforce, Shire aims to improve the identification of individuals who are suffering from life altering conditions, helping to connect patients with healthcare providers to aid early treatment. Hear about our vision as we look to digitize our engagement model.

Mike Maresca, MD, Internal IT, Portfolio Applications Management
Sean Freeburger, MD, Internal IT, Applications Management
Sara Porter, Director-Global Sales Effectiveness

Learn how Accenture, a global professional services company serving clients in 120 countries, addressed the challenge of working with disconnected offline and online tools that were used to manage its sales process. Accenture’s Internal IT and Global Sales and Pricing organizations collaborated to set a three-year vision and road map to digitize sales. Within five months, the team delivered the first phase – Manage mySales, a Salesforce-based CRM solution that provided the core capabilities of account, contact and activity management to 25,000 users. Leveraging standard capabilities of Salesforce, the global platform also features custom enhancements driven by account team feedback. The next phases will continue to evolve and extend technology and processes, including the use of Sales Cloud Lightening. The session will highlight Accenture’s digital sales journey thus far, with a focus on lessons learned and keys to success.

Steve Santana, Vice President of Customer Engagement Platforms, Pearson

Hear how Pearson, the world’s leading learning company, with 40,000 employees in more than 70 countries, is transforming to the cloud with Salesforce across marketing, sales and customer service. Driving global benefits with local business needs, Pearson has redesigned their end-to-end customer relationship processes and is over a year into a multi-year implementation of an integrated Sales, Service and Marketing Cloud global solution. Pearson will discuss how they are realizing business value at each step of their complex, large-scale transformation that includes integration, data privacy, data residency and organizational components and will share valuable lessons that you can apply to your Salesforce journey.

Alfons Marquez, IT Vice President, Digital & Software, Schneider Electric

Join Schneider Electric, a worldwide leader in energy management solutions with more than 160,000 employees worldwide, in hearing about their multi-year journey with Salesforce. What began five years ago as the largest Salesforce implementation in Europe impacting customers across sales, marketing, customer care, issue-to-prevention and services, has continued to evolve to new and innovative uses of Salesforce that are boosting Schneider Electric’s competitive positioning. Learn about their recent innovative approaches to external customer identity management connected to the CRM system and also on the asset lifecycle with real life experience on connected assets.


Chuck Costas, Principal Director, Accenture Life Sciences
Matthew F. Dortch, Managing Director, Life Sciences, Accenture

Industry and technological trends are changing the way life sciences companies engage with Health Care Providers. We will discuss the major trends causing this disruption and what life sciences can and are doing to stay ahead of the curve.

Enabling an omni-channel strategy to meet – and exceed—the expectations of an increasingly digital-savvy customer base is both an imperative challenge as well as a tremendous opportunity for the Communications industry. Customer expectations for simple, efficient, and delightful sales and services experiences are higher than ever before. Join us to learn how Salesforce, Accenture, and the Vlocity Communications Industry Cloud can unleash your omni-channel strategy, driving revenues, cost efficiencies, and customer sentiment benefits along the way.

Customer engagement with financial services providers is evolving. A changing competitive landscape and rapidly shifting industry and technological trends are converging to create a world in which financial services customers are looking for and expecting a provider to have more to offer than a single product. And at the same time, they want an omni-channel experience, anytime, anywhere. There is a blurring of lines on who is selling which products (e.g., life insurance selling wealth products) and employees are asking for the tools to support this customer. With so many new ways to engage customers, it is critical to understand and leverage customer data and product knowledge. Hear how leading financial services organizations are using Salesforce along with other technologies to enable and consolidate this data and create an integrated customer experience--one that connects the dots for new opportunities and drives collaboration to accelerate sales growth.

Solutions Showcase

The Accenture Intelligent Patient Platform is a set of technologies, organized into four components to enable patient-centered solutions. The Patient Engagement component is directly aligned to the Salesforce product set. Health Cloud is the latest product from Salesforce focusing on care management giving healthcare providers new ways to make smarter care decisions, engage with patients across their caregiver networks and manage patient data. Expanding IPP on Health Cloud provides the real differentiation for Clinical Engagement by putting the patient at the center of every decision. The Care Management solution leverages Salesforce functionality and Accenture’s own asset creation to provide remote care management.

The Digital Insurer Solutions provides a 360 Customer Engagement Platform in Salesforce. The Accenture solutions bring together Agent Sales Effectiveness, Social Life Sales Enabler, Producer Management, Distribution Management and the Digital Contact Center to provide a new and engaging Digital platform for insurers.

See Accenture solutions using the Salesforce platform to enable Lightning to digitize customers. These solutions are transforming the customer experience to unleash the power of Lightning to build mobile apps, enable the Lightning desktop experience and build communities.

Meet the Team





InterContinental New York Barclay
111 East 48th Street
New York City
New York 10017

Hotel reservations and changes

Accenture will make hotel reservations for participants based upon the information provided in the online registration form. To make changes to your reservations, please contact Jamie Wright at +1 678 657 6161 or Please do not contact the hotel directly for reservations or changes.

Hotel payment

The InterContinental New York Barclay accepts all major credit cards. Accenture has secured a nightly room rate of $399 USD plus tax $14.75% = $457.85. Complimentary fitness center access and guest room internet is included.


The Intercontinental Times Square is located 12 miles by car or taxi from La Guardia and 17 miles from Newark and John F Kennedy International.

Ground Transportation

The best way to get to and from the airport is by Taxi/Uber/Lift.

Conference attire

The dress code is business casual for all conference sessions and evening events.


New York City’s weather is warm in May with potential light rain and breeze, with average temperatures ranging from a low of 64°F to a high of 75°F. Please check the New York City weather forecast and conditions before you arrive.


We thank Salesforce for their sponsorship of the Accenture Salesforce Executive Forum 2016, and we look forward to our continued collaboration helping our clients transform industries and accelerate business value.

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